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Arax Advisory Partners’s Live Oak Bancshares LOB Stock Holding History

Arax Advisory Partners’s Portfolio LOB Stock Details LOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$57.3K Buy
1,402
+1,232
+725% +$46.1K ﹤0.01% 3166
2026
Q1 		$5.62K Buy
170
+81
+91% +$2.98K ﹤0.01% 2726
2025
Q4 		$3.06K Sell
89
-748
-89% -$25K ﹤0.01% 3094
2025
Q3 		$29.5K Buy
+837
New +$28.8K ﹤0.01% 2090

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arax Advisory Partners's LOB Position: Q2 2026 in Review

Arax Advisory Partners increased its Live Oak Bancshares (LOB) stake by 725% in Q2 2026, buying an estimated $46.1K and bringing the position to 1,402 shares worth $57.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3166.

Arax Advisory Partners first reported a position in LOB in Q3 2025 and has held it in 4 quarters since. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Arax Advisory Partners held 1,402 shares of Live Oak Bancshares worth $57.3K as of Q2 2026.
  • Arax Advisory Partners bought 1,232 Live Oak Bancshares shares in Q2 2026, an estimated $46.1K.
  • Live Oak Bancshares made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3166 holding.
  • Arax Advisory Partners first reported a position in Live Oak Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.